Silicon Valley Retirement Services provides pension consulting and selecting other managers.
Silicon Valley Retirement Services reports 50 individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.4B across 50 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 50 | $1.4B | 100.0% | $28M |
| Total | 50 | $1.4B | 100% | $28M |
- Clients
- 50
- Regulatory AUM
- $1.4B
- AUM share
- 100.0%
- Avg. per client
- $28M
Total
- Clients
- 50
- Regulatory AUM
- $1.4B
- AUM share
- 100%
- Avg. per client
- $28M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Silicon Valley Retirement Services is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Timothy Cole owns 50% to 75% of Silicon Valley Retirement Services. The leadership team of Silicon Valley Retirement Services includes Chief Compliance Officer Timothy Cole. It has 2 employees.
Leadership
- Timothy ColeManaging Member, Chief Compliance Officer
- Scott KeswickManaging Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Timothy Allen Cole
- Scott Anthony Keswick
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Silicon Valley Retirement Services, LLC
Timothy Cole
Control person · since July 2010
- Owns 50% to 75% of Silicon Valley Retirement Services, LLC
Scott Keswick
Control person · since July 2010
Silicon Valley Retirement Services’ regulatory assets grew 1.7× from $842M (January 2021) to $1.4B (February 2026); clients fell from 56 to 50 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $1.4B | 50 | 2 | 2 |
| February 2025 | $1.14B | 55 | 2 | 2 |
| February 2024 | $944M | 53 | 2 | 2 |
| February 2023 | $698M | 52 | 2 | 2 |
| February 2022 | $1.05B | 54 | 2 | 2 |
| January 2021 | $842M | 56 | 2 | 2 |
Besides its headquarters, Silicon Valley Retirement Services has 1 office (1 private residence, listed without an address), with 1 listed address in California.
California · 1 listed address
- 2570 N. First St, Second Floor, Suite 276, San JoseHQ
Contact and registration details
- Legal name
- Silicon Valley Retirement Services, LLC
- Headquarters
- 2570 N. First St, Second Floor, Suite 276, San Jose, CA 95131
- Website
- onedigital.com
- Phone
- 408-572-5572
- SEC file
- 801-71756
- Structure
- California LLC
- Fiscal year end
- December
Silicon Valley Retirement Services does not have custody of client assets.
At year end, Silicon Valley Retirement Services’ separately managed accounts were mostly in funds (90%) and cash (10%).
What the accounts hold
- Funds90%
- Cash10%
How many clients does Silicon Valley Retirement Services have?
Silicon Valley Retirement Services has 50 clients and manages $1.4 billion for them, as of February 2026. They include 50 individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 February 2026
What services does Silicon Valley Retirement Services offer?
Silicon Valley Retirement Services provides pension consulting and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Silicon Valley Retirement Services have?
Silicon Valley Retirement Services has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Silicon Valley Retirement Services invest in?
At the end of its last fiscal year, Silicon Valley Retirement Services’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs) and 10% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Silicon Valley Retirement Services?
Silicon Valley Retirement Services’ direct owners are Timothy Cole (50% to 75%) and Scott Keswick (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 9 February 2026
How does Silicon Valley Retirement Services get paid?
Silicon Valley Retirement Services is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Silicon Valley Retirement Services?
Silicon Valley Retirement Services’ main office is at 2570 N. First St, Second Floor, Suite 276, San Jose, CA 95131. Its phone number is 408-572-5572. Its website is onedigital.com.